See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,741 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,381 | $104,475+1.8% | $159,436-33.3% | $79,386+34.0% |
| Participation rate | 97.7% | 76.6%+21.0pp | 82.8%+14.8pp | 70.7%+27.0pp |
| Annual return | 13.73% | 67.95%-54.2pp | 263.57%-249.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,475 | $3,417-27.6% | $4,829-48.8% | $2,427+1.9% |
| Participant deferral / active EE | $6,105 | $6,467-5.6% | $7,352-17.0% | $4,046+50.9% |
| Admin fee / account holder | $487 | $711-31.6% | $10,799-95.5% | $626-22.3% |